Managers of Wealth Americas

UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.

SEIA Hires Finance, Consulting and Accounting Vet as CFO

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles, has hired a chief financial officer about a month after its prior finance chief left for a competitor.

Natixis Corporate & Investment Banking Appoints Head of US Rates Strategy

He brings a wealth of knowledge and experience to the organization

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Focus Wealth Management Announces Four Appointments to its Advisory Board

"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.

Orion hires new chief technology officer

The RIA tech giant and portfolio manager has hired Valli Nachiappan, who has over two decades of experience in software development.

RBC Wealth Management welcomes new complex director in Boston

He’s held field leadership roles, led advisor recruiting efforts, and was most recently managing director of PNC Investments Wealth Advisors.

$10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors

Sclafani, CEO of executive coaching firm ClientWise, joins the board of the Rise Growth Partners-backed hybrid RIA.

Edelman Nabs Wells Fargo Advice and Planning Chief

Michael Liersch, whose career also included tours at Merrill Lynch and JPMorgan Chase, will join Edelman August 29 in the newly created role of chief planning officer.

Apex Group appoints Chief Operating Officer to drive global growth and tech expansion

As COO, Weiner will focus on enhancing Apex Group’s global operational delivery and technology strategy.

Snowden Lane Beefs Up Business Development, Recruiting Talent

After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.

Piper Sandler Strengthens Insurance Investment Banking Team with the Addition of Alex Ring

Prior to joining the firm, Ring spent 18 years with Lincoln International

Goldman names Aek Shyam head of M&A in global real estate group

Shyam will focus on strategic transactions and advisory services

Snowden Lane Partners Hires Industry Veterans to Fuel Strategic Growth

Rob Russak and Dana Crane Will Lead Business Development and Recruiting, Respectively

Mizuho Americas hires equity research analyst Yaron Kinar from Jefferies

Kinar, who brings two decades of equity research expertise in the insurance and financial sectors, will be based in Chicago and report to Bill Featherston, Head of Equity Research.

Brainvest Wm names the Head of US Growth

Brainvest Wealth Management has tapped industry veteran Gareth Evans to lead its U.S. expansion, signaling a bold push into the North American ultra-high-net-worth market.

Elevation Point Stakes $2.5B Breakaway Team That Left UBS

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

FP Canada appoints new chair and board members

Seasoned professionals take on new roles

R&T Deposit Solutions names former Fiserv exec Theo Curey as president

Curey previously served as Fiserv's head of money network and as president of its Credit Union Solutions division.

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

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